Sustainability, Energy Transition, ESG | Weekly Thematic

Does DC Understand Economics – Energy Proposals Suggest No
June 8, 2022
Companies Mentioned:
Cenovus, KBR, Mura Technologies, LanzaTech, Denbury, Nutrien, Air Products, DWS, Albemarle, Li-Cycle, Glencore, Origin Materials, Hexpol TPE, SABIC, Navigator CO2, BASF, Chevron, Shell, Phillips 66, SK E&S, Bosch, INEOS, Cummins, Neste, Rio Tinto
Commodities Mentioned:
Subjects Covered:
Recycling, Renewables, Carbon Capture, Emissions, New Energy, The Hydrogen Economy, ESG Investing, Climate Litigation, Clean Fuels

C-MACC Weekly “CRETER” (Climate etc.)

Does DC Understand Economics – Energy Proposals Suggest No

  • Our (first ever) guest writer (Chris Sheeron) identifies and discusses some likely unworkable “band-aid” legislative initiatives emerging to combat energy inflation.
  • Everything proposed looks to have potentially damaging unintended consequences, except the “produce everything” Republican plan.
  • The Republican plan falls short, in our view, by not mentioning greenhouse gases and the party has likely missed a great opportunity to show holistic leadership.
  • We highlight more challenges for wind and solar capacity growth, despite the tariff removal in the US – the answer is more CCS and possibly hydro-power.
  • Otherwise, we look at chemical recycling and waste disposal vs recycling. We also look at water, as a source of renewable power and a source of lithium!
Today we highlight and thank our guest author Christopher Sheeron – CEO of Grayson & Co.

See PDF below for all charts, tables and diagrams

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